DIA
TGI

Dean Investment Associates’s Triumph Group TGI Stock Holding History

Dean Investment Associates’s Portfolio TGI Stock Details TGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-110,335
Closed -$3.28M – 220
2017
Q3 		$3.28M Buy
+110,335
New +$3.15M 0.5% 89
2015
Q3 		– Sell
-25,065
Closed -$1.65M – 241
2015
Q2 		$1.65M Buy
+25,065
New +$1.63M 0.38% 102
2014
Q1 		– Sell
-30,718
Closed -$2.34M – 240
2013
Q4 		$2.34M Buy
30,718
+13,115
+75% +$951K 0.56% 63
2013
Q3 		$1.24M Buy
17,603
+5,530
+46% +$426K 0.32% 104
2013
Q2 		$956K Buy
+12,073
New +$935K 0.27% 120

Other funds holding TGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Dean Investment Associates's TGI Position: Q4 2017 in Review

Dean Investment Associates sold out of Triumph Group (TGI) in Q4 2017, closing a stake of 110,335 shares — an estimated $3.28M sold.

Dean Investment Associates first reported a position in TGI in Q2 2013 and held it in 5 quarters. The position peaked at $3.28M in Q3 2017. 212 funds tracked by Wall St. Rank hold TGI as of Q4 2017.

  • Dean Investment Associates reported no remaining Triumph Group position as of Q4 2017 after selling out during the quarter.
  • Dean Investment Associates sold 110,335 Triumph Group shares in Q4 2017, an estimated $3.28M.
  • Dean Investment Associates first reported a position in Triumph Group in Q2 2013 and held it in 5 quarters.
  • Dean Investment Associates's Triumph Group position peaked at $3.28M in Q3 2017.
  • 212 funds tracked by Wall St. Rank held Triumph Group as of Q4 2017.

Based on Dean Investment Associates's 13F filing for Q4 2017, filed 5 Feb 2018.